MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in Capstone Financial Advisors, Inc.  ·  49 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, Inc. reported a position in SPDR S&P MIDCAP 400 ETF TR (MDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.07% (2014 Q2)
Avg. % of fund
5.63%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,181 -159 -1.0% 0.49% $9.2M $603.28
2025 Q3 REDUCED 15,340 -110 -0.7% 0.50% $9.1M $593.89
2025 Q2 REDUCED 15,450 -213 -1.4% 0.51% $8.8M $562.94
2025 Q1 REDUCED 15,663 -71 -0.5% 0.52% $8.4M $528.42
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDY price (monthly, adj. close)

Other funds also holding MDY

As of 2025 Q4 — sorted by position size

LCM Capital Management Inc 3Y 12.7% Divergent Planning, LLC 3Y 11.9% Conservest Capital Advisors, Inc. 3Y 7Y 11.66% Tandem Wealth Advisors LLC 3Y 11.42% CUMBERLAND ADVISORS INC 3Y 7Y 10.05% Oldfather Financial Services, LLC 3Y 9.92% Torrey-Payne Wealth Management, LLC 9.0% Hummer Financial Advisory Services Inc 3Y 7.31% New Century Financial Group, LLC 7.12% Tiller Private Wealth, Inc. 3Y 7Y 7.01%
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